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CRF FINANCIAL GROUP
CRD 127388File 801-72062
APPROVED
Custody
Disclosure events
Filing as of Jan 18, 2024
Feed vintage Oct 1, 2026
Regulatory AUM
$279.5M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $279.5M
Clients
37
37 accounts
Employees
1
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 7, 2011
- Principal office
- 9247 N. MERIDIAN ST., SUITE 125, INDIANAPOLIS, IN, 46260
- Phone
- 317-844-8077
- Website
- HTTPS://WWW.HOOSIERFUND.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $279.5M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $279.5M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 37
- Total accounts
- 37
- AUM per client
- $7.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 37 | $279.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2025 vs Oct 1, 2022 | Clients | 35 | 37 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $289,324,220 | $279,481,430 | decreased by$9,842,790 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 35 | 37 | increased by2 |
| Apr 1, 2022 | Clients | 33 | 35 | increased by2 |
| Apr 1, 2022 | AUM | $237,763,956 | $289,324,220 | increased by$51,560,264 |
| Apr 1, 2022 | Accounts | 33 | 35 | increased by2 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CRF FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CRF FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.